THE 360 NEWSLETTER
In order to ensure that we have up-to-date client information in Univeris, please be advised that effective April 1, 2020, Investia will delete all the model portfolios in the system that have not been used for the last 2 years, more specifically since January 1, 2018.
We thank you for your attention.
Should you have any questions, please do not hesitate to contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
Also in this issue
- COVID-19 – Useful Advisor Resources
- New Form to Facilitate Transmission of Cheques and Banking Information
- New Remote Account Opening for New Clients
- Update of Fund Profile Information in Univeris – Load Type
- Guidance on LAFs for Client-Name Accounts, Changes to Address and Banking Information, Redemptions and Issuing Third Party Cheques
- New Fund Research Document